Recorded Webinar: Disability and SMSFs – The Taxation of Disability Super Benefits


23rd August 2018

Duration:  approx. 2 hours

Disability payments from your SMSF fund, either as a lump sum or income stream, present a number of compliance headaches. This session looks at the key issues in a practical way, including:

  • Permanent incapacity definition – what is it and how does it get assessed?
  • What if an insurance payout is involved? – meeting the insurer’s definition of incapacity
  • Superannuation Client Relationship Team Alert 020/2015 – calculating the tax free amount for a lump sum benefit
  • People under 60 receiving a disability benefit – the 15% tax offset
  • Commencement of an account based pension and its impact on tax free component
  • Disability insurance and temporary disability insurance
  • Disability payments and the calculation on the cap
Our presenter

Neal Dallas, Principal, McInnes Wilson Lawyers, Brisbane

Neal has substantial experience in advising clients in the estate planning, superannuation, asset protection and tax industry. With 22 years in superannuation and tax advising, and 24 years in estate planning, he is the best person on hand to help clients preserve what they have worked hard to create; to deliver the best structuring outcomes so that they can retain as much of their hard earned wealth during their lifetime, and pass it on at the right time to those who they ultimately wish to succeed them. 

Neal brings a wealth of knowledge to the Private Client sector, specialising in assisting other professionals with their clients’ complex issues. He is known for his ability to develop innovative solutions for clients and delivering exceptional service. 

Neal was included in the Ninth Edition of The Best Lawyers in Australia for Superannuation Law (The Best Lawyers in Australia, 2017).


This webinar is suitable for accountants and lawyers advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:
Product Code: WBPAUG18
 Price:  $253.00 (Inclusive of GST)
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